I am a third generation Colorado native and graduate of the University of Colorado Boulder. Jeff has been a personal family friend for many years and a professional mentor to me for the past several years. I see tremendous value in SFM’s approach to tax efficient investing and comprehensive financial planning. I appreciate SFM’s clear approach to accomplishing financial goals and knew this would be a fantastic fit as I look to assist clients in the future.
Prior to SFM, I earned my CPA and worked for Deloitte Tax LLP and The Anschutz Corporation assisting families with individual, flow-through, estate, gift, and trust taxation. I currently serve as the Treasurer for the Denver Chapter of Tax Executive Institute to stay abreast of tax legislation, policy, and compliance.
I am in the process of earning my CFP® certification to better serve individuals and families in meeting their goals.
Education
University of Colorado, Boulder
- B.S. in Business with a dual major in Finance & Accounting
- M.S. in Accounting with an emphasis in Tax
Certifications
- CPA
